TASK > What is a one-off task?

One-off tasks can be independent of any process or can be added to any active processes. They're like the steps on a to-do list or the random task that needs to be done once (or once in a while).

• Order new print cartridges.
• Confirm caterer choices for the annual employee lunch.
• ... and any other one-off to-do item!

Creating a One-Off Task

1

Click the + Create button in your sidebar.

2

Add your task name. Add more details:

- Task Type 

- Description

- Assign to (members or guests or both)

- Deadline

- Advanced ( Link to an existing process)

- Forms (add form fields)

3

Once created, you will see a confirmation message: 

4

Assigned tasks send an email and/or show as an in-app notification to the assignee, depending on their account settings. Pending tasks will appear in the member's notifications and email reminders.

5

If a member or guest completes the task, you will receive a notification:

5

And that's it! You've mastered the One-Off Task.